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FICC Focus
Arini’s Lemssouguer on Dislocated European Credit: Credit Crunch
Jan 27, 2025
Hamza Lemssouguer, Founder and CIO of Arini Capital Management, shares his insights on the evolving European credit market. He discusses how low-interest-rate debt is maturing and traditional financing is retreating, creating opportunities in high yield credit. Lemssouguer elaborates on the balance between long and short investment strategies and the intricacies of managing risks. He also highlights his strategies in Collateralized Loan Obligations and the importance of thorough credit selection amidst changing market dynamics. Plus, a peek into his childhood passion for bird conservation adds a personal touch.
57:47
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Quick takeaways
- Hamza Lemssouguer's journey from Morocco to founding Arini Capital Management illustrates the significant role of education and mentorship in career development.
- The transition from Credit Suisse to an independent fund was challenging for Lemssouguer, highlighting the importance of a strong operational team to support investment strategies.
Deep dives
Hamza Lemziger's Journey in Finance
Hamza Lemziger shares his unique journey from Morocco to becoming the founder and CIO of Arini Capital Management. Growing up in a family that prioritized education, he developed a passion for mathematics, which he pursued through multiple master's degrees and an actuary degree in France. This academic foundation led him to a career in finance, starting at Credit Suisse in the leveraged finance department, where he gained experience in high-yield debt, bonds, and credit derivatives. The culmination of his experiences, along with encouragement from colleagues and family, motivated him to establish his own credit-focused investment firm.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode